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CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+5.5%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$12.7M
Cap. Flow
+$5.07M
Cap. Flow %
3.25%
Top 10 Hldgs %
49.1%
Holding
104
New
3
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.17M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$469K
3
CGGR icon
Capital Group Growth ETF
CGGR
+$437K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$395K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$260K
2
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$214K
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$73.5K
4
IYW icon
iShares US Technology ETF
IYW
+$58K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$53K

Sector Composition

Rank Sector Weight
1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTEC icon
101
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$206K 0.13%
+928
New +$193K
WVVI icon
102
Willamette Valley Vineyards
WVVI
$13.5M
$56.5K 0.04%
15,524
-50
-0.3% -$233
AVGO icon
103
Broadcom
AVGO
$1.82T
– –
-944
Closed -$260K
SCHI icon
104
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
– –
-9,410
Closed -$214K
1 2 3 4
5

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ACA
AG Campbell Advisory Baltimore, Maryland $158M AUM
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
CNFG
Creegan & Nassoura Financial Group Portsmouth, New Hampshire $154M AUM 17.18% 1-Year Est. Return
USWG
U.S. Wealth Group Woodbury, New York $152M AUM 25.45% 1-Year Est. Return
PW
Pandora Wealth Oakbrook Terrace, Illinois $165M AUM 18.5% 1-Year Est. Return
SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

Clearview Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Clearview Wealth Advisors held 104 positions worth $156M, up 8.8% from $144M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clearview Wealth Advisors deployed $5.07M of net new capital in Q3 2025, opening 3 new positions and adding to 40 existing holdings. Its largest new stake was Schwab High Yield Bond ETF: 9,060 shares worth $242K.

By sector, the portfolio is most concentrated in Financials at 4.4% of assets, down from 4.7% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares ESG Aware MSCI USA ETF, an estimated $73.5K trimmed.

  • Clearview Wealth Advisors's largest Q3 2025 buy was Schwab High Yield Bond ETF: 9,060 shares worth $242K.
  • Clearview Wealth Advisors added most to Capital Group Core Plus Income ETF in Q3 2025, an estimated $1.17M increase.
  • Clearview Wealth Advisors's biggest Q3 2025 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $73.5K.
  • Clearview Wealth Advisors fully exited Broadcom in Q3 2025, selling an estimated $260K.
  • Clearview Wealth Advisors's ten largest holdings make up 49% of its $156M portfolio in Q3 2025.
  • Clearview Wealth Advisors opened 3 new positions and closed 2 in Q3 2025.
  • Clearview Wealth Advisors's portfolio value rose 8.8% quarter-over-quarter to $156M.

Based on Clearview Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.